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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Teri Skogerboe who wrote (17932)	3/20/1998 12:31:00 AM
From: David Rosenthal	Read Replies (1) \| Respond to of 70976

To all, I have followed most of your posts for a couple of years and everyone seems uncharacteristically testy right now. In 1996 the prevailing sentiment was despair and last year (pre-October) AMAT was King. I can't remember seeing so much push-pull on this thread. I guess everyone, short-term, long-term, bulls and bears alike, is uncertain. One more piece of the puzzle: JBIL, which does contract assembly and Arrow Electronics, which supplies electronic components, have both announced revenue slow-downs this week. I have been trying to put this information in with everything else that is going on. I have a hard time connecting this with the usual Asian explanation. It may be due to short-term inventory corrections, longer-term slowing in demand or ... Does anyone have ideas of what other information to look for to help clarify. Dave